+1,111.5%
XLI vs CMCSA
+349.0%
+762.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -5.8% | +3.8% | -9.6% | -7.1% |
| 3M | +0.7% | +12.3% | -11.6% | -3.8% |
| 6M | +3.2% | -15.4% | +18.6% | +7.7% |
| YTD | +13.0% | -2.5% | +15.5% | +12.2% |
| 1Y | +16.8% | -13.4% | +30.2% | +20.2% |
| 3Y | +72.4% | -30.4% | +102.8% | +87.8% |
| 5Y | +82.8% | -45.0% | +127.8% | +112.1% |
| 10Y | +252.4% | +10.2% | +242.3% | +218.5% |
| All | +1,111.5% | +349.0% | +762.5% | +542.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CMCSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling